Industrial Revolution 4.0 in the Family Office – The Digital Age and Future of Technology

Oct 21 2020
Responding Swiftly to the Pandemic Challenge Leading up to 2020, family office technology providers made significant improvements with expanded offerings and new entrants....

The Rising Generation’s Relationship with Money

Oct 21 2020
Nathan Dungan thinks frequently and deeply about who and what is shaping our money habits and values. In fact, that will be the focus of his breakout session—The Rising...

Resilience & Recovery in Unprecedented Times

Oct 20 2020
Bill Lyons is the Senior Director for the Institute for Family Culture at Abbot Downing. Here Lyons defines resiliency, shares six domains of resilience and recovery, and...

Constructing Meaningful and Impactful Investment Portfolios Panel

Oct 20 2020
Here Michael Hotz (Vice President at Asset Consulting Group) and Katherine Kroll (Senior Institutional Sustainable Investing Specialist at Brown Advisory) share current...

Exploring the Depths of a Passion for Building a Business

Oct 20 2020
Stockton Rush founded and leads OceanGate, as CEO of the company dedicated to opening the oceans for human observations and exploration through the development of state-of-...

Delivering Value Through a Trusted Advisor Ecosystem

Oct 09 2020
One of the most important aspects of the family office today is delivering value through a trusted advisor ecosystem and advancing your partnerships. Here we explore three...

2020 Trust and Estate Update

Oct 09 2020
With the election coming up in November and year-end following – then couple that with a pandemic that has completely disrupted the economy and interest rates – we can be...

Breakout Session 4: Driving Efficiencies with Technology

Oct 09 2020
Kent Lawson, Director of Technology Integration Services at FOX, explains how we can drive efficiencies by employing technology. In short, efficiencies means doing things...

Breakout Session 3: Improving Quality Through Family Office as a Service

Oct 09 2020
Here Rob Mallernee, a long-time member of FOX and the CEO and System Designer at Eton Solutions, looks at how family offices can use a process driven approach to help...

Breakout Session 2: Managing Under Covid-19

Oct 09 2020
The pandemic is especially overwhelming as we view of all the headlines in the news and on social media. We don’t yet know the full effect the pandemic – how long it’s going...